| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Columbia Bank Columbia Bank | 2,379 | $375,960.83 | $846,162.72 | $470,201.89 | 125.07% |
Kelly Harris Glass Wealth Management Co LLC | 900 | $141,449.37 | $320,112 | $178,662.63 | 126.31% |
Cory Davis IMZ Advisory Inc | 1,535 | $218,978.54 | $545,968.8 | $326,990.26 | 149.32% |
Robert Santos Arrowroot Family Office, LLC | 4,349 | $673,255.71 | $1.55M | $873,596.61 | 129.76% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 311 | $48,587.48 | $110,616.48 | $62,029 | 127.66% |
| WL Wealthcollab LLC WealthCollab, LLC | 3,038 | $953,332.22 | $1.08M | $127,223.62 | 13.34% |
Kayla Tweedy JBR Co Financial Management Inc | 12,826 | $2.14M | $4.56M | $2.42M | 112.95% |
Ian Jameson American Capital Advisory, LLC | 7,848 | $1.16M | $2.79M | $1.63M | 140.26% |
Chris M. Frantz Catalina Capital Group, LLC | 9,425 | $1.63M | $3.35M | $1.72M | 105.19% |
Richard Zipkis Granite Group Advisors, LLC | 1,491 | $214,786.13 | $530,318.88 | $315,532.75 | 146.91% |
Michael Stringer Lane & Associates LLC | 1,904 | $261,855.26 | $677,214.72 | $415,359.46 | 158.62% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 550 | $157,773 | $195,624 | $37,851 | 23.99% |
Jeremy Wallace Wallace Hart LLC | 2,396 | $751,865 | $852,209.28 | $100,344.28 | 13.35% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 11,703 | $1.96M | $4.16M | $2.21M | 112.75% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1,864 | $305,673.65 | $662,987.52 | $357,313.87 | 116.89% |
David Maxey Heritage Family Offices, LLP | 1,385 | $434,613 | $492,616.8 | $58,003.8 | 13.35% |
Mark Weiskind Fairway Wealth LLC | 42 | $7,998.56 | $14,938.56 | $6,940 | 86.77% |
Joel W. Lake Capstone Wealth Management, LLC | 1,804 | $353,541.7 | $641,646.72 | $288,105.02 | 81.49% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 6,536 | $989,693.59 | $2.32M | $1.34M | 134.89% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 14,074 | $2.2M | $5.01M | $2.8M | 127.24% |